Client Welcome Package & Onboarding Bundle

$97.00

Start your service off in branded and beautiful style with this customizable Welcome Package!

This is a simple, modern design Client Welcome Package / Kit for Event and Wedding Planners. The bundle is easy to use and customize, perfect for wedding planners looking for a comprehensive package of documents to offer new and potential clients. With everything you need to help your brand shine with original marketing content and templates that will guide your event planning clients through every step of your process, you cannot go wrong.

You’ll never have to worry that you’ve missed something because this kit includes everything from professional tips, tools for up-selling, and subtle ways to impress your ideal client.

WHAT YOU GET:

  • Client Welcome & Onboarding Guide
  • Services & Pricing Template
  • Proposal
  • Pricing Workbook
  • Brochure
  • Client Questionnaire
  • Email Response Templates

Client Welcome Letter & Guide

CANVA TEMPLATE

This "Event Planning Client Welcome Letter" template is perfect for welcoming new clients to your company in style. The CANVA template is easy to use and can be quickly downloaded as a PDF document to email or upload to your CRM. Use this template to enhance your image, brand, and credibility to new clients!

This template includes:

  • Pre-written copy to inspire your own content!
  • Completely editable to suit your brand
  • Checklist template for on-boarding new clients
  • Options for welcoming new clients to your business and introducing them to your team

Wedding Planner Client Questionnaire | Google Form

Designed specifically for a Wedding Planning Business.

This is a simple, modern-design, client questionnaire for your couples. The document is created in Google Forms which is easy to use and customize, perfect for wedding planners looking for a way to gather all the information they need from their clients before the big day or putting together a more comprehensive proposal.

This questionnaire is also perfect for helping you develop your event planning timeline based on your customer's needs.

Event Planning Proposal Template

CANVA TEMPLATE

Event planning proposals are the details of your services applied to your client's vision, and they’re either winning you business or opening the door for your competitors to slide in. Are you using a proposal template to make this process fast, easy, and simple for potential clients to make a decision to hire you?

This completely customizable, clean, minimalist template is just what your business needs.

Use this template to tell your customers a story about your business and why they should hire you. Show them that you understand their vision by presenting customized packages and most importantly, get them excited about your services!

This template also helps you to outline your payment structure and important deadlines such as when the proposal expires!

Our proposal template works FOR YOU.

Event Planner Marketing Brochure

CANVA TEMPLATE

This classic introductory CANVA brochure is perfect for event planners and wedding planners looking to quickly highlight few key events to wow new and/or potential clients. Think of this as a quick peek at your past events that a potential client can swoon over until you send them an official proposal.

BONUS: Also includes written copy to inspire your own summaries!

This can also be used as an autoresponder attachment for your client management systems such as Aisle Planner, HoneyBook or Dubsado. Write your automated email, and attach the PDF version of this document to get clients excited before they even speak to you!

The document is easy to use and customizable on CANVA, perfect for wedding planners looking for a way to showcase their past events and the value they provide to clients. This can be downloaded as an image, PDF or video.

Event Planner Services & Pricing Guide for Potential Clients

CANVA TEMPLATE

This simple design is perfect for when a potential client only wants to know pricing and the packages you have available. This template includes your packages, what they include, and how to book you. THIS IS NOT A REPLACEMENT FOR A PROPOSAL. The document is easy to use and customizable on CANVA, perfect for wedding planners looking for a way to showcase their services and the value they provide to customers.

This template is perfect for clients who are not requesting a formal proposal but would like to know your prices. 

This template can also be used by Day-of Wedding Coordinators, Month of Coordination Packages, Event Planners, and Wedding Planners.

This package includes:

  • Optimized layout for getting a potential client from price shopper to consultation
  • Reference Template for examples
  • A Step-by-Step Download Guide
  • An Instructional Video on how to edit
  • BONUS: Sample list of packages from other event and wedding planners that you can use!

How to Price your Event Planning Services Workbook

Whether you’re starting an event planning business for weddings, corporate events, or social celebrations, you should know how to charge for services. How you price your event planning services is the difference between your profit or loss.

There are several factors that go into determining your rate, including event planning and operating expenses, salaries, and profits. Rates will vary based on your location, your skills, the type of events and what the market is willing to pay.

This workbook will walk you through the process of calculating the best price for your event planning services using the three most common pricing structures for event and wedding planners.

Email Response Templates for Wedding Planners

Do you ever feel stuck trying to find the right words to send to clients? Our email response templates can help!

Save time from having to type the same email over and over again. You can add these emails to a client relationship management system such as HoneyBook and automate the process from Inquiry to the End of the Event.

These are tried and tested with our clients

Description

Start your service off in branded and beautiful style with this customizable Welcome Package!

This is a simple, modern design Client Welcome Package / Kit for Event and Wedding Planners. The bundle is easy to use and customize, perfect for wedding planners looking for a comprehensive package of documents to offer new and potential clients. With everything you need to help your brand shine with original marketing content and templates that will guide your event planning clients through every step of your process, you cannot go wrong.

You’ll never have to worry that you’ve missed something because this kit includes everything from professional tips, tools for up-selling, and subtle ways to impress your ideal client.

WHAT YOU GET:

  • Client Welcome & Onboarding Guide
  • Services & Pricing Template
  • Proposal
  • Pricing Workbook
  • Brochure
  • Client Questionnaire
  • Email Response Templates

When you present your clients with a detailed Welcome Kit, their minds will be set at ease knowing that you’ve put so much thought into their event. You’ll build instant rapport and immediately get them thinking about working with you. This kit was designed to make selling easy and effective.

INSTANT DOWNLOAD

REQUIREMENTS
– Free Canva Account
– Knowledge of Canva

DISCLAIMER:
EventPlanningTemplates.com will not be held responsible for any issue related with the usage or the content of this template. It is your responsibility to check the text carefully and modify it to suit your needs (add and subtract information), in accordance with the laws of your State or Country. This content is not meant to provide you with complete information and it is not intended to be legal advice.